Killik & Co

We are pleased to share we have been voted 5* Winners by our clients at the Investors’ Chronicle and Financial Times Celebration of Investment Awards 2024. Visit https://lnkd.in/eRFMJUU7 to find out what makes an award-winning wealth manager. #awards

In our latest video, Rachel Winter discusses US equities, a record-high for coffee prices, and UK car manufacturing. Watch here. #SP500 #coffeeprice #UKcars

Savers and investors have a lot to think about before the end of the tax year, following the last Budget. Tim Bennett explains why in his latest video. #investing #planning #financialeducation #Budget

Partner, Rachel Winter discusses Junior ISAs in The Times's latest 'Ask the Expert' feature. Read the full article here: https://shorturl.at/fNZSb. Find out more about JISAs and investing for children here: https://shorturl.at/WFdi3 #JISAs #investing #saving

At last week's "What is an Investment Strategy?" breakfast workshop in partnership with award-winning wealth managers Killik & Co. our attendees connected with like-minded women investors and gained valuable insights into planning their investment strategies. Led by Killik & Co investment experts Rachel Winter and Lucy Smith - Chartered MCSI, the session covered key investment terms, the difference between shares and bonds, along with portfolio case studies. Here are some of the highlights from the session: 💥 You don't need a lot of money to start investing! This is a common myth, but a little can go a long way with the magic of compound interest, which grows your money over time.    💥 Only 1 in 3 women feel confident in investing, compared to over half of men. Women traditionally also take less risk than men when investing. 💥 Killik & Co recommend the 'Three Pot Plan': Setting up separate pots for 'rainy day savings,' 'forseeable calls on capital' and 'lifetime savings' will help you to finance your present and your future.* *Please do remember that as with all investments, your capital is at risk. Past performance is not an indication of future performance. Explore our upcoming events here: https://lnkd.in/d7EC2qT?

Rachel Winter looks at the latest UK government borrowing figures, the UK retail sector, and results from TJX. #marketupdate #ukborrowing #ukretail #britishretailconsortium #TJX https://lnkd.in/gPwzxdFK

Risk and return go hand-in hand when it comes to financial markets. However, so do risk and potentially large losses, as Tim Bennett explains in the context of traded options. https://lnkd.in/eYBabqz9 #investing #planning, #financialeducation #inflation

Whilst it was freezing cold and frosty outside today ❄️, our team of visiting corporate volunteers were keeping warm, working hard inside our warehouse. Thanks to Emma, James, Kieran, Louis, Mahala, Nina, and Nyle, from Killik & Co, 240 pairs of new school shoes were unpacked and stacked by size on our School Shoes Fund shelves ready to set off nationwide across the U.K. 🇬🇧, and 1,241 pairs of Sal’s Shoes were itemised and packed as part of a larger humanitarian aid consignment headed to Lebanon 🇱🇧 thanks to Project Espwa, to find their feet amongst children affected by ongoing conflicts in the Middle East region 👣 One day, 7 volunteers, and a positive impact about to be made on the lives of just under 1,500 children 🫶🏽

Autumn Budget Timeline: What to expect and when. For advice on any of these changes, speak to us. https://lnkd.in/eRFMJUU7 #AutumnBudget #tax #CGT #IHT

Rachel Winter rounds up a busy week and looks at US markets, the latest on Shell, and record-high shares from Spotify. #USmarkets #Shell #Spotify